That chart comes from the last five days' activity for Arise Technologies (TSX: APV), an Ontario-based solar outfit. Yet it only took one day for the stock to rocket 170% — from $0.165 all the way to $0.445.

What could make a stock climb that high in just a few short hours?

Forecasting a two-fold jump in first quarter-revenue might do it. Announcing first-quarter solar shipments will increase six-fold might have something to do with it, as well.

This company did both — on the same day.

Location, Location, Location

Arise doesn't have a groundbreaking solar product, nor is their price drastically different from any of their competitors.

What benefited Arise this quarter was their location — being based in Ontario. It's as simple as that.

Earlier this year, the Ontario government awarded contracts for 510 new clean energy projects as part of massive push for greener energy in the region.

Last week, Ontario announced an additional 184 new clean energy contracts.

In total, 694 new cleantech projects have been announced. And you can bet Arise — with company headquarters in Ontario — is on the receiving end of some of those contracts. Hence, the uptick in sales forecasts.

According to Reuters, those 694 solar, wind, water, and biofuel projects will power 600,000 homes, generating more than 2,500 megawatts of electricity.

So it's critical for cleantech companies — and cleantech investors — to have exposure to Ontario right now.

Harnessing the Beast

Arise wasn't the only company to make an Ontarian announcement last week...

Canadian Solar (NASDAQ: CSIQ) was awarded contract offers for 176 MW of clean energy projects by the Ontario Power Authority.

In addition to those projects, the company will build a module-manufacturing facility in the province. Construction is to begin early next year; the plant will eventually employ 500 people.

And while it's not a pure play on Canadian cleantech expansion, the next company is Wind Works Power Corp. (OTC BB: WWPW), an Ottawa-based developer that landed 10 contracts to install 80 MW of wind capacity.

They're also bidding on an additional 110 MW that will be awarded later this year.

At only $0.72, I'd be buying Wind Works for exposure to this exploding market. Both this company and Canadian Solar are up 200% over the past year, though the latter derives most of its revenue from other countries:

Recurrent Energy, a privately-held company, landed a deal to build, own, and operate solar projects worth 165 MW. The Ontario utility will buy 100% of the power generated from those projects.

So between Canadian Solar, Wind Works Power, and Recurrent Energy, 421 MW of new cleantech projects have been contracted.

That still leaves 2,079 MW until Ontario reaches its 2,500 MW mandate.

How much higher will these companies climb as the rest of the contracts are doled out?

I can't say for sure, but I can tell you how to profit from it.

Like I said, you can buy Wind Works Power (OTC BB: WWPW).

And later this week, we'll be sending you a report about how to get consistent dividend-like returns as these projects are awarded and built. Canada is coming on the green scene in a big way. In fact, some provinces are planning to get rid of fossil electricity generation entirely in the next few years.

The Canadian transition to renewables will be as historic as the profits made during the process.

So keep an eye out for our new Canadian Cleantech report... You could be getting paid consistently as things develop.

Call it like you see it,

Nick

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